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Job Summary: The Client Relationship Supervisor is mainly responsible for managing the daily tasks associated with documents completion, loan processing, and loan take out.
Job Responsibilities:
- Assist the Head of Accounts Management in ensuring the smooth and efficient operation of the department.
- Ensure the accuracy and timeliness of client information collection and document completion by the team.
- Conduct a final check of documents in the loan application and loan take-out compliance folders to ensure accuracy and completeness.
- Collaborate with the Head of Accounts Management and co-team leads to improve department processes, aiming to provide better and faster services to clients and ensuring the success of loan applications.
- Understand in detail the tasks of each team member to ensure the continuity of processes at all times.
Qualifications:
- Bachelor's degree in finance, economics, business administration, accounting, or related field.
- At least 5 years of experience working as an Account Specialist or a similar role; at least 2 years experience handling a team in a junior lead/supervisory role
- Solid knowledge of loan application procedures and financial documentation.
- Ability to handle confidential data in an ethical and professional manner.
- Excellent customer service skills.
- Experience working with digital systems/SaAS.
- Good computer skills.
- Ability to work on multiple tasks at once.
- Great organizational skills.
Job Summary: The Client Relationship Supervisor is mainly responsible for managing the daily tasks associated with documents completion, loan processing, and loan take out.
Job Responsibilities:
- Assist the Head of Accounts Management in ensuring the smooth and efficient operation of the department.
- Ensure the accuracy and timeliness of client information collection and document completion by the team.
- Conduct a final check of documents in the loan application and loan take-out compliance folders to ensure accuracy and completeness.
- Collaborate with the Head of Accounts Management and co-team leads to improve department processes, aiming to provide better and faster services to clients and ensuring the success of loan applications.
- Understand in detail the tasks of each team member to ensure the continuity of processes at all times.
Qualifications:
- Bachelor's degree in finance, economics, business administration, accounting, or related field.
- At least 5 years of experience working as an Account Specialist or a similar role; at least 2 years experience handling a team in a junior lead/supervisory role
- Solid knowledge of loan application procedures and financial documentation.
- Ability to handle confidential data in an ethical and professional manner.
- Excellent customer service skills.
- Experience working with digital systems/SaAS.
- Good computer skills.
- Ability to work on multiple tasks at once.
- Great organizational skills.